Swbmg 401(K) Plan — Form 5500 plan (The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Swbmg 401(K) Plan is a benefit plan reported by The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group under EIN 91-1875960 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $113,279,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group
- EIN
- 91-1875960
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $113,279,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241015205222NAL0029652129003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,279,024
- Net assets (EOY)
- $113,279,024
- Net assets (BOY)
- $85,069,250
Income & contributions
- Employer contributions
- $4,346,560
- Participant contributions
- $3,259,059
- Total contributions
- $7,671,890
- Total income / additions
- $30,767,214
Expenses & distributions
- Benefits paid
- $2,533,360
- Administrative expenses
- $21,209
- Total expenses
- $2,557,440
- Net increase / (decrease)
- $28,209,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $7,375 | not reported in the loaded dataset | 2023 |
| Private Ocean | NONE | $5,553 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management LLC | NONE | $5,454 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $718 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Private Ocean — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation